Little House Capital, LLC

Little House Capital, LLC is a registered investment advisor based in Braintree, MA, founded in November 2017 by Robert Stimson. The firm offers investment advisory services to individuals, high net worth individuals, trusts, institutions, foundations, endowments, and retirement plans. Little House Capital acts as a fiduciary, upholding a duty of loyalty, fairness, and good faith towards each client. The firm provides customized investment advisory solutions, including discretionary investment management and related advisory services. Investment portfolios consist of individual stocks, bonds, mutual funds, and ETFs, with a long-term focus but may involve short-term adjustments based on client objectives or market conditions. The firm also offers wealth management services, financial and retirement planning, tax planning, estate planning, and trustee services. Fees for investment management services are based on a tiered schedule, while financial planning services are offered on an hourly or fixed fee basis. Little House Capital does not charge performance-based fees and does not receive compensation from product sponsors or third parties. The firm has a privacy policy in place to protect clients' personal information and maintains a commitment to transparency and client service.